BB
BB
Bari Bell is a registered investment advisor, based in Traverse City, MI, with 41 years of industry experience. Bari is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Traverse City, MI
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 1996Settled
Other Business ActivitiesSells Insurance
Bari sells various insurance products, including term life, whole life, fixed insurance, and long-term care (renewals only). These activities take minimal time overall.
Employment History
Current Registrations
Regulus Financial Group, LLCBroker
September 2014 - Present · 12 yrs 1 mo
Regal Investment Advisors LLC
June 2011 - Present · 15 yrs 4 mos
Previous Registrations
American Portfolios Advisors, INC
May 2010 - December 2011 · 1 yr 7 mos
American Portfolios Financial Services, INC.Broker
January 2010 - September 2014 · 4 yrs 8 mos
Sagepoint Financial, INC.Broker
October 2005 - January 2010 · 4 yrs 3 mos
Sunamerica Securities, INC.Broker
July 1997 - October 2005 · 8 yrs 3 mos
Mariner Financial Services, INC.Broker
June 1996 - July 1997 · 1 yr 1 mo
Franklin Financial Services CorporationBroker
March 1993 - June 1996 · 3 yrs 3 mos
Pruco Securities CorporationBroker
January 1985 - March 1993 · 8 yrs 2 mos
The Prudential Insurance Company of AmericaBroker
January 1985 - March 1993 · 8 yrs 2 mos
State Registrations3 states
AZFLMI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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